# Quick start guide for users

Hi there, welcome to Cerby!

If you're reading this guide, it means you're ready to start using our platform. Cerby is an identity automation platform that provides you with seamless, secure access to all the apps you need for work, without the hassle of managing individual passwords.

This guide covers the key steps you need to take to start using Cerby to add or access the accounts and secrets you need, and securely log in without manually sharing passwords.

***

## Before you begin

Before starting, make sure you meet the following requirements to start using Cerby:

* An email invite sent by the Cerby team from our official email address, `help@cerby.com`, to join a workspace
* The name of your Cerby workspace

***

## Start using Cerby

When your IT administrators grant you access to your Cerby workspace, you are ready to begin. Let's walk through the steps to get you started:

1. [Log in to your Cerby workspace](#id-1.-log-in-to-your-cerby-workspace)
2. [Install the Cerby browser extension](#id-2.-install-the-cerby-browser-extension)
3. [Log in to the Cerby browser extension](#id-3.-log-in-to-the-cerby-browser-extension)
4. [Install the Cerby mobile app](#id-4.-install-the-cerby-mobile-app)
5. [Log in to the Cerby mobile app](#id-5.-log-in-to-the-cerby-mobile-app)
6. [Set up trusted sessions on your devices](#id-6.-set-up-trusted-sessions-on-your-devices)

The following sections describe each step.

### 1. Log in to your Cerby workspace

A Cerby workspace is the environment where your organization stores and accesses the items you need for work. From your workspace, you can streamline and protect your account logins.

To log in to your Cerby workspace, you must complete the following steps:

1. Open the Cerby login page with your browser.
2. Enter the name of your workspace.
3. Click the **Next** button.
4. Enter your corporate username and password in the corresponding fields.
5. Click the **Log in** button. The Cerby web app dashboard is displayed.

Now you are done.

### 2. Install the Cerby browser extension

For the most seamless experience, Cerby recommends installing its browser extension.

{% hint style="warning" %}
**IMPORTANT:** Your IT department may have already installed the Cerby browser extension for you. Before continuing, check whether it's already installed in your browser.
{% endhint %}

The Cerby browser extension is supported by the following web browsers:

* Firefox
* Google Chrome
* Microsoft Edge
* Safari

For instructions on how to install the Cerby browser extension on your computer, read the article [Install the Cerby browser extension](https://help.cerby.com/cerby-browser-extension/installation/install-the-cerby-browser-extension).

### 3. Log in to the Cerby browser extension

After installing the Cerby browser extension, log in to access your workspace and manage your items. For instructions on how to log in, read the article [Log in to the Cerby browser extension](https://help.cerby.com/cerby-browser-extension/installation/log-in-to-the-cerby-browser-extension).

### 4. Install the Cerby mobile app

With the Cerby mobile app, you can manage your accounts, secrets, and collections, log in to your accounts, and perform multi-factor authentication (MFA) tasks directly from your iOS or Android phone.

For instructions on how to install and configure the Cerby mobile app, refer to the specific instructions for your operating system:

* [**iOS**](https://help.cerby.com/cerby-mobile-app/installation/install-and-configure-the-cerby-mobile-app-on-ios)**:** Install and configure the Cerby mobile app on iOS
* [**Android**](https://help.cerby.com/cerby-mobile-app/installation/install-and-configure-the-cerby-mobile-app-on-android)**:** Install and configure the Cerby mobile app on Android

### 5. Log in to the Cerby mobile app

Access your workspace from your iOS or Android phone by following these steps:

1. Open the Cerby mobile app.
2. Enter your workspace name and tap **Next**.
3. Log in using your standard corporate credentials.

You are now ready to securely manage your accounts, collections, and multi-factor authentication (MFA) on the go.

### 6. Set up trusted sessions on your devices

Depending on your workspace configuration, you may need to set up at least one trusted session to access Cerby securely.

For instructions on how to set up a trusted session, read the article [Set up trusted sessions on your devices](https://help.cerby.com/cerby-web-app/access/set-up-trusted-sessions-on-your-devices.md).

***

## What's next

After you complete the setup steps above, you can start using Cerby to access and manage your items.

* [Add an account](#add-an-account)
* [Add a secret](#add-a-secret)
* [Create a collection](#create-a-collection)
* [Log in to your accounts](#log-in-to-your-accounts)
* [Protect your accounts](#protect-your-accounts)

### Add an account

An account contains your login information for a specific app or service, similar to a saved password in a standard password manager. Follow the next steps to add a new account to your Cerby workspace:

1. Log in to your Cerby workspace.
2. Click the **Add item** button located at the top right.
3. Select the **Account** option from the drop-down list.
4. Enter your account information in the corresponding fields, such as the **Account label**, **Username**, and **Current password**.
5. Click the **Add account** button. The new account details page is displayed.

To learn more about accounts in Cerby and the creation options, refer to the articles:

* [Explore Accounts](https://help.cerby.com/getting-started/concepts/credential-management/accounts)
* [Share an account](https://help.cerby.com/cerby-web-app/accounts/managing-access-to-your-accounts/share-an-account)

### Add a secret

A secret functions as a secure repository for sensitive, non-credential information. It functions the same as a secure note in a traditional password management platform. To add a new secret to your Cerby workspace, complete the following steps:

1. Log in to your Cerby workspace.
2. Select the **Secrets** option from the left menu.
3. Click the **Add secret** button.
4. Select the **Secret** option.
5. Enter the **Secret** label and your sensitive information into the **Notes** field (up to 45,000 characters). You can also upload file attachments.
   * Optionally, set the secret to be temporary by specifying an expiration time (1, 2, 7, or 14 days).

To learn more about secrets in Cerby and the creation options, refer to the articles:

* [Explore Secrets](https://help.cerby.com/getting-started/concepts/credential-management/secrets)
* [Share a secret](https://help.cerby.com/cerby-web-app/secrets/managing-access-to-your-secrets/share-a-secret-or-secret-item)

### Create a collection

Collections enable you to group related accounts and secrets together for easier organization and sharing. To add a new collection to your Cerby workspace, complete the following steps:

1. Log in to your Cerby workspace.
2. Select the **Collections** option from the left menu.
3. Click the **Create collection** button. The **Create a collection** dialog box is displayed.
4. Enter a clear, identifiable name for your collection.
5. Click the **Next** button. The **Add items to your collection** dialog box is displayed.
6. Select the items you want to add to your collection.
7. Click the **Create collection** button to save your new collection.

To learn more about collections in Cerby and the creation options, refer to the articles:

* [Explore Collections](https://help.cerby.com/getting-started/concepts/credential-management/collections)
* [Share a collection](https://help.cerby.com/cerby-web-app/collections/managing-access-to-your-collections/share-a-collection)

### Log in to your accounts

Once your accounts are stored in Cerby, you can securely authenticate from any of the following supported devices:

* [Using the Cerby web app](#using-the-cerby-web-app)
* [Using the Cerby browser extension](#using-the-cerby-browser-extension)
* [Using the Cerby mobile app](#using-the-cerby-mobile-app)

#### Using the Cerby web app

To log in to an account from your web dashboard, follow these steps:

1. Log in to your Cerby workspace.
2. Click the **Log in** button that appears when hovering over an account card.
3. If you have more than one user account for the same app, the **Choose an account to log in** dialog box is displayed with a list of user accounts.
4. Click the **Log in** button of the corresponding user account.

Now you are done.

#### Using the Cerby browser extension

To log in using the browser extension, follow these steps:

1. Log in to your Cerby workspace with the browser extension.
2. Click the corresponding app card.
3. A page with your app's name displays the account cards for each user account.
4. Click the **View Details** button. A page with the details of your user account is displayed.
5. Click the **Log in** button.

Now you are done.

#### Using the Cerby mobile app

To securely log in to your apps on your phone using Cerby's autofill capabilities, follow these steps:

1. Open the login screen of the app you want to log in to on your mobile phone.
2. Tap the input field you want to autofill. a. If the **Allow Autofill** feature is correctly configured, your credentials saved in Cerby are displayed.
3. Select the corresponding account. The Cerby mobile app closes, and the login screen appears, with the input field already filled.
4. Tap the **Log in** button. For accounts with MFA turned on, the screen to enter an MFA code is displayed. a. Tap the verification code for this website - Cerby option displayed above the numerical keyboard. The corresponding field is filled out with the MFA code. b. Tap the button that verifies the code is correct.

Now you are done.

### Protect your accounts

With your apps added, you can now protect your accounts with the following options provided by Cerby:

* **Cerby-managed verification methods:** Use Cerby to manage account verification methods (including MFA) for supported apps.
* **Use Cerby as an MFA authenticator app:** Turn MFA on/off for supported accounts and complete verification flows using Cerby.
* **Cerby-managed email address and phone number:** Add a Cerby-managed email address or phone number to an account and use it for MFA verification (and view/forward messages from Cerby when needed).
* **RSA codes:** Set RSA tokens as an account verification method for apps that require RSA-based authentication.
* **Backup or recovery codes:** Store backup or recovery codes in Cerby to support account recovery.

### Share your accounts

Stop sharing login credentials over chat or email. Instead, share access securely with another user or team within Cerby by following the next steps:

1. Log in to your Cerby workspace.
2. Click the **Share account** icon that appears when hovering over an account card.
3. Select the **Share item** option. The **Share Access** dialog box is displayed.
4. Enter a user's or team's name in the search bar and select the corresponding match.
5. Select a role:
   * **Owner:** Allow them to share access and manage settings.
   * **Collaborator:** Allow them to log into the app only.
6. Click the **Confirm** button.

Now you are done.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.cerby.com/getting-started/quick-start-guides/quick-start-guide-for-users.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.